Staff Schedule Rules

Form ID: (FS202001)

You can use this form to enter a new schedule rule for a particular staff member, or to view and modify an existing schedule rule.

Note: This form opens from the Staff Schedule Rules (FS4010PL) form when you click Add New Record on the form toolbar or click a link in the Staff Schedule Nbr. column.

Form Toolbar

The form toolbar includes standard buttons and form-specific button. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific button is described below.

Button Description
Generate Staff Schedules Opens the Generate Staff Schedules (FS500400) form, where you can generate the schedule.
Roll Back Schedule Generation Cancels the generated staff schedule. This command is available only if the staff schedule has been generated for a staff member. When you click this button, the system cancels the previously generated staff schedule, so that you can update schedule settings, and generate the schedule once again.

Summary Area

In this area, you can define a new schedule and its settings, or select an existing schedule and view its settings.

Element Description
Staff Schedule Nbr. The unique identifier assigned to the staff schedule in accordance with the numbering sequence specified in the Staff Schedule Numbering Sequence box on the Service Management Preferences (FS100100) form.
Staff Member The staff member the schedule rule applies to.
Branch The unique identifier of the branch where the staff member works.
Branch Location The unique identifier of the branch location (physical location from which the staff member might depart to attend the appointments).
Description A description of the schedule rule.
Start Date The date from which the schedule is generated; this is also the date the staff member can start perform the services (at the times specified in the schedule rule).
End Date The end date of the range when the schedule is generated; this is also the last date the staff member can perform the services. This box is available only if the Enable Expiration Date check box is selected on this form.
Enable Expiration Date A check box that (if selected) makes the End Date box available so you can specify the end date of the schedule rule.
Scheduling Settings Section The type of the schedule rule. One of the following option buttons should be selected:
  • Availability: Indicates (if selected) that the schedule rule defines the times when a staff member is available to perform services.
  • Unavailability: Indicates (if selected) that the schedule rule defines the times when a staff member is not available to perform services (for instance, if he or she is on vacation or sick leave).
Table 1. Scheduling Time SectionIn this section, you define the work time of the staff member.
Element Description
Start Time The exact time when the staff member can start performing the services.
End Time The exact time when the staff member should stop performing the services.

Recurrence Tab

On this tab, you can define the recurrence settings of the schedule rule.

ElementDescription
Frequency The frequency at which the schedule should occur. Select one of the following option buttons:
  • Daily: The schedule repeats every x day(s).
  • Weekly: The schedule repeats every x week(s) on the specified day(s) of the week.
  • Monthly: The schedule repeats every x month on the specified day of the month.
  • Yearly: The schedule repeats every x year(s) on the specified day of the selected month(s).
Table 2. Daily SectionThis section is available if the frequency setting is set to Daily. In this section, you define the recurrence settings of a daily schedule.
ElementDescription
Every x Days An integer that defines the time interval, in days, for the schedule to repeat. For example, 1 means the schedule repeats daily, while 2 means it occurs every other day, starting from the Start Date.
Table 3. Weekly SectionThis section is available if the frequency setting is set to Weekly. In this section, you define the recurrence settings of a weekly schedule.
ElementDescription
Every x Weeks An integer that defines the time interval in weeks when the schedule repeats. For this frequency type, enter an integer and use the following check boxes to select the day of the week when the schedule recurs: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.
Table 4. Monthly SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the first recurrence settings of the monthly schedule.
ElementDescription
Every x Months An integer that defines the time interval in months when the schedule repeats. For this frequency type, you should enter an integer and select one of the options below this box.
Schedule OnThe day when the schedule repeats. Select one of the following options:
  • Fixed Day of Month: Sets the schedule to repeat monthly on the specified day of the month
  • Fixed Day of Week: Sets the schedule to repeat monthly on the specified weekday of the month
Table 5. Second Recurrence Monthly Settings SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the second recurrence settings of the monthly schedule.
ElementDescription
Second Recurrence A check box that indicates (if selected) that the second recurrence is applied to the monthly schedule.
Schedule OnThe day when the schedule repeats. Select one of the following options:
  • Fixed Day of Month: Sets the schedule to repeat monthly on the specified day of the month
  • Fixed Day of Week: Sets the schedule to repeat monthly on the specified weekday of the month
Table 6. Third Recurrence Monthly Settings SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the third recurrence settings of the monthly schedule.
Element Description
Third Recurrence A check box that indicates (if selected) that the third recurrence is applied.
Schedule On The day when the schedule repeats. Select one of the following options:
  • Fixed Day of Month: Sets the schedule to repeat monthly on the specified day of the month
  • Fixed Day of Week: Sets the schedule to repeat monthly on the specified weekday of the month
Table 7. Fourth Recurrence Monthly Settings SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the fourth recurrence settings of the monthly schedule.
Element Description
Fourth Recurrence A check box that indicates (if selected) that the fourth recurrence is applied to the monthly schedule.
Schedule On The day when the schedule repeats. Select one of the following options:
  • Fixed Day of Month: Sets the schedule to repeat monthly on the specified day of the month
  • Fixed Day of Week: Sets the schedule to repeat monthly on the specified weekday of the month
Table 8. Yearly Section This section is available if the frequency setting is set to Annual. In this section, you define the recurrence settings of a yearly schedule.
ElementDescription
Every x Years An integer that defines the time interval in years when the schedule repeats. For this frequency type, you enter an integer and use the check boxes to select the month or months when the schedule recurs: January, February, March, April, May, June, July, August, September, October, November, and December.
Schedule OnThe day when the schedule repeats. Select one of the following options:
  • Fixed Day of Month: Sets the schedule to repeat monthly on the specified day of the month
  • Fixed Day of Week: Sets the schedule to repeat monthly on the specified weekday of the month